Mary Meeker @ Morgan Stanley [1.9MB PDF]:
- Tech stock performance strong reflecting future expectations -for now
- Consumer demand for Internet-enabled services / products is strong
- Innovation in wireless products is accelerating
- Storage needs continue to ramp
- Data center growth is robust
- Emerging markets pacing next wave of technology adoption
- Enterprises may be coming out of relative purchasing funk
- Recession(s) = very serious potential challenge
